This dashboard is designed for Regional and Site leaders, EHS managers, and safety professionals who run or oversee a behavior-based safety observation program.

What's in scope

The dashboard pulls from BBS records in Dakota Scout. Records without a site-level parent folder are excluded from every visualization.

A few terms used throughout this article — the distinction between records and observations matters on this dashboard, because some metrics count one and some count the other:

• BBS record. A single submission, made by an observer at a point in time. Each record has exactly one Observation Type (e.g. BBS Observation, Environment, Recognition, Unsafe Act, Unsafe Condition).

• Individual observation. An item within a BBS record. A single record can contain many individual observations across various Categories (e.g. Ergonomics, Housekeeping, Use of Required PPE).

• Safe / Concern. Each individual observation is marked either Safe (the behavior or condition was acceptable) or Concern (it needs attention). Safe observations recognize and reinforce positive behaviors and controls that are working; Concern observations surface unsafe conditions or behaviors that need follow-up.

Note: Each metric description below specifies whether it counts records or observations. The two are not interchangeable — counts of observations are typically much larger than counts of records.

For information on how data is synchronized from ProActivity into Insights, see Getting Started with Dakota Insights.

Filters

The Safety Observations (BBS) dashboard supports the following filter slicers on both pages:

• Date Range (defaults to the past 12 months)

• Observation Type

• Facility

• Department

For general guidance on using filters, see Filtering Dashboards in Dakota Insights.

Safety Observations (BBS) (page 1)

Page 1 gives you the organization-wide read on the BBS program: three KPI tiles and four breakdowns covering the mix of observation types, categories, and departmental participation.

Top-line KPIs

Each KPI tile shows a current value and a trend arrow comparing to the same window one year ago.

• BBS records. Count of BBS records submitted in the selected Date Range. Volume of records reflects the overall level of proactive safety engagement; trending shows whether program participation is growing or declining. Counts records, not observations. On this tile, more is treated as better — an up-arrow appears in green and a down-arrow in red.

• # Safe. Count of individual observations marked Safe across all BBS records in the selected period. Counts observations, not records. The trend uses a neutral color because an increase in Safe observations can reflect either better identification or worsening conditions being noticed — context decides which.

• # Concern. Count of individual observations marked Concern across all BBS records in the selected period. Counts observations, not records. The trend uses a neutral color for the same reason — rising Concern counts can reflect a stronger observation culture, deteriorating conditions, or both.

Observation mix

Observations by Category. A horizontal stacked bar chart, Pareto sorted, of individual observation counts by Category, with each bar segmented into Safe versus Concern. Counts observations, not records. Identifies the topics employees are paying attention to and where Concerns concentrate — Categories with a high Concern count or a high Concern share are priorities for intervention and training.

Trend and participation

Concern Observations by Category per Month. A vertical stacked column chart of Concern observation counts per month, stacked by Category. Only Concern observations are included — Safe observations are excluded. Counts observations, not records. Surfaces emerging category-level issues over time and shows whether corrective efforts are reducing concerns.

Safety Observations (BBS) by Facility (page 2)

Page 2 takes the same BBS data and slices it by Facility, so you can compare program engagement across sites and see where Concern observations concentrate.

Note: For organizations with very many (e.g. 50+) facilities, the per-facility charts may be crowded; use Region or other filters to focus on a subset.

• BBS Records by Department and Facility. A horizontal stacked bar chart of BBS record counts per Facility, stacked by Department, Pareto sorted descending by Facility total. Counts records, not observations. Enables cross-facility comparison of program engagement and reveals facilities where only a subset of departments participates.
  

• Concern Observations by Category and Facility. A horizontal stacked bar chart of Concern observation counts per Facility, stacked by Category, Pareto sorted descending by Facility total. Only Concern observations are included. Counts observations, not records. Identifies facilities with the greatest volume of safety concerns and the category mix driving them, helping prioritize corrective action.
  

Refresh and data freshness

The data in this dashboard refreshes every four hours. For details on synchronization timing and what's included from each ProActivity product, see Getting Started with Dakota Insights.